Nvest Financial’s Moderna MRNA Stock Holding History

Nvest Financial’s Portfolio MRNA Stock Details MRNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,989	Closed	-$343K	–	64
2022 Q1	$343K	Buy	+1,989	New	+$335K	0.28%	61

Other funds holding MRNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nvest Financial's MRNA Position: Q2 2022 in Review

Nvest Financial sold out of Moderna (MRNA) in Q2 2022, closing a stake of 1,989 shares — an estimated $343K sold.

Nvest Financial first reported a position in MRNA in Q1 2022 and held it in 1 quarter. The position peaked at $343K in Q1 2022. 981 funds tracked by Wall St. Rank hold MRNA as of Q2 2022.

Nvest Financial reported no remaining Moderna position as of Q2 2022 after selling out during the quarter.
Nvest Financial sold 1,989 Moderna shares in Q2 2022, an estimated $343K.
Nvest Financial first reported a position in Moderna in Q1 2022 and held it in 1 quarter.
Nvest Financial's Moderna position peaked at $343K in Q1 2022.
981 funds tracked by Wall St. Rank held Moderna as of Q2 2022.

Based on Nvest Financial's 13F filing for Q2 2022, filed 13 Jul 2022.